See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,819 | $92,222-78.5% | $76,768-74.2% | $135,375-85.4% |
| Participation rate | 56.5% | 79.8%-23.2pp | 77.0%-20.4pp | 82.6%-26.1pp |
| Annual return | -5.52% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $820 | $3,216-74.5% | $2,485-67.0% | $4,779-82.8% |
| Participant deferral / active EE | $1,314 | $4,509-70.8% | $3,852-65.9% | $5,609-76.6% |
| Admin fee / account holder | $839 | $10,748-92.2% | $6,675-87.4% | $10,827-92.2% |